Your chart of accounts shows what you spent, but not where. Francis now imports Xero tracking categories along with your journal entries. If you split your books by department, region, cost centre or store, you can work with those categories directly in breakdowns.

Add a breakdown by tracking category to see actuals for each department or region, build budgets and forecasts for each cost centre, or compare plan against actuals store by store.

Getting started

Tracking categories are available by default on new Xero connections. If you connected Xero before 1 October 2026, reconnect once to move to the updated integration.

If you need help reconnecting, email [email protected] and we'll get you set up.